G&S Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
G&S Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm manages client accounts directly, advises on assets held away, and offers both limited-scope ERISA 3(21) advice and full discretionary 3(38) investment-manager services.
Investment programs are tailored to each client’s stated objectives and risk tolerance using fundamental and technical analysis, asset allocation, and regular portfolio monitoring overseen by an investment committee formed in conjunction with Kotys. The firm discloses the use of derivative-based and structured-product strategies in separately managed accounts — including options (covered calls, long puts, cash-secured puts), structured notes, inverse/enhanced ETFs or ETNs, interval funds, and margin — and may allocate to independent managers or private investments while treating cash as an asset class.
What sets G&S apart from many team firms is its explicit, routine incorporation of options and other derivative or structured products into client accounts, a practice that is statistically uncommon among peers. The brochure also notes operational arrangements with an unaffiliated adviser (Kotys) whose representatives act as authorized agents to implement trades at G&S’s direction, and that G&S will not exercise discretionary authority to purchase cryptocurrencies for client accounts.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $499,999: 1.40% $500,000 - $999,999: 1.30% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.80% $10,000,000 - $24,999,999: 0.60% $25,000,000+: Negotiable
$250 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: Minimum annual fee of $6,500 Fee-only: Hourly fee of $250 for financial planning and consulting; may be reduced or waived for clients with assets managed by G&S.
Main office
7887 E. Belleview Ave., Suite 1225
Denver CO 80111
Advisors at this office
6
Most active in
Arizona · California · Colorado · Florida · Indiana · Montana · Nebraska · New York · South Carolina · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gregory B
CFA®, Series 63, Series 66
Denver, CO
G&S Capital LLC
Gregory Brown is a CFA® charterholder with 29 years of industry experience. He is currently with G&S Capital LLC, where he has worked since 2022, following six years at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Based in Denver, CO, he holds Series 63 and Series 66 licenses. G&S Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm incorporates options and other derivative or structured products into client accounts as part of its tailored investment programs, with oversight from an investment committee collaborating with an unaffiliated adviser.
April H
Series 65
Denver, CO
G&S Capital LLC
April Horace is a financial advisor with G&S Capital LLC in Denver, CO, holding a Series 65 license and 14 years of industry experience. She previously worked at Ashton Thomas Private Wealth, Alpha Capital Management, and Dynamic Wealth Advisors. Outside of her advisory role, she is involved in commercial real estate development as an owner and manager of S&H Development and a member of Interwest, LLC. G&S Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm integrates fundamental and technical analysis with asset allocation and employs derivative and structured-product strategies as part of its tailored investment programs.
Louis H
CFP®, Series 63, Series 65
Denver, CO
G&S Capital LLC
Louis Harris is a CFP® with 13 years of industry experience, currently serving as an advisor at G&S Capital LLC since 2019. His prior work includes roles at Waters Edge Design, Scenic Wealth Management, and Northstar Realty Securities. G&S Capital LLC provides discretionary investment management and financial planning to individuals, trusts, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis alongside asset-allocation models, and is notable for its documented use of derivatives and options strategies in separately managed accounts.
Scott J
Series 65
Denver, CO
G&S Capital LLC
Scott Jensen is a financial advisor with G&S Capital LLC in Denver, CO, holding a Series 65 credential and one year of industry experience. He is also the owner and manager of Red Ivy Capital, LLC, an investment partnership, and owns an accounting firm, Kramer & Jensen, LLC. G&S Capital LLC provides discretionary investment management and financial planning services to individuals, trusts, businesses, and retirement plans. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and utilizes a range of instruments including derivatives and options strategies in separately managed accounts.
Ryan W
CFP®
Denver, CO
G&S Capital LLC
Ryan Williams is a CFP® professional with 14 years of experience in the financial industry. He has worked at G&S Capital LLC since 2016 and is also a member of R L Squared, LLC, a real estate personal-use venture. G&S Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, businesses, and ERISA plans. The firm employs tailored investment programs incorporating fundamental and technical analysis, asset allocation, and regularly monitored portfolios, with a notable emphasis on options and other derivative or structured products.
Justin S
CFP®, Series 66
Denver, CO
G&S Capital LLC
Justin Soucie is a CFP® with 21 years of industry experience and has been with G&S Capital LLC since 2014. He holds the Series 66 designation and is based in Denver, CO. Outside of his advisory role, he is a business partner in a real estate rental venture. G&S Capital LLC provides discretionary investment management and financial planning to individuals, trusts, businesses, and retirement plans, utilizing a combination of fundamental, technical, and cyclical analysis alongside asset-allocation models. The firm is noted for its use of derivatives and options strategies within separately managed accounts and offers a broad range of investment instruments while maintaining an investment committee and operational arrangements uncommon among similarly sized teams.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")